• Home
  • Our Services
    • Tax Planning & Tax Prep
    • Accounting & Bookkeeping
    • Payroll Services
    • Small Business Seminars
    • Management Consulting
    • Business Development
  • Quickbooks Services
  • About
    • About Us
    • Our Founder
    • Our Owner
    • Our Team
    • Privacy Policy
    • Terms Of Use
    • Ethics Statement
  • Contact
  • Blog
Pathways Consulting
  • Home
  • Our Services
    • Tax Planning & Tax Prep
    • Accounting & Bookkeeping
    • Payroll Services
    • Small Business Seminars
    • Management Consulting
    • Business Development
  • Quickbooks Services
  • About
    • About Us
    • Our Founder
    • Our Owner
    • Our Team
    • Privacy Policy
    • Terms Of Use
    • Ethics Statement
  • Contact
  • Blog

Our News and Events

Improve Your Cash Flow Management

3/31/2017

0 Comments

 
Picture
Business owners make mistakes, both large and small. Poor cash flow management is one of the most frequent reasons why small businesses will fail. Here are some ways to improve your cash flow management.
​
 It is important to know at any given time the financial health of your business. Keeping good records and tracking cash flow make this a much easier task. If the stress of doing it all yourself becomes too much you can outsource to the professionals. Many small businesses will have accounting firms help because of the demand and time required.

  Plan for the worst. Since we do not live in a perfect world, your sales cycle will probably see cash leaving before it comes in. Having a cash buffer for times where you need cash but the money has not come in yet will allow you to have access to capital.

  Try to keep a handle on your spending decisions. Whenever cash leaves there should be a good reason and a clear purpose. Having capital tied up in unneeded expenses at the wrong time could prove fatal for a small business. As always it is important to use your cash to grow your business and monitor your bottom line.

0 Comments

How To QuickBooks Faster

3/16/2017

0 Comments

 
Do you wish you were faster on QuickBooks so that you can spend more time on other important aspects of your business? We decided to compile a small list that will allow you to get the most out of your QuickBooks.

The Basics - Getting to know the basics of QuickBooks is a good place to start. This video provides a good       foundation for what follows in this blog.
Customize Reports – Making a template for a report that goes out often will save time as QuickBooks will fill in the report for you.

Keep A Clean Accounts Receivable – It’s good to know where your cash flow is coming from. Keeping your AR clean will give your business a healthy cash flow position.

Class Tracking – QuickBooks allows you to organize data into classes that are meaningful to your business. Classes can be departments, locations, or source of income.

Find Function – The find function is helpful when you know limited information about a transaction you want to find.

Merge Accounts – If accounts become over complicated for whatever reason. It is helpful to merge accounts, vendors, items, employees, or customers that have become redundant or unnecessary.

Link your Email – Linking your email to QuickBooks allows you to easily send invoices and reports directly from QuickBooks.

Set Up Invoice for Online Payment – Not only will this make it easier for your customers to pay you. It will also help you in quickly sending and tracking your invoices. In addition, it helps to clean up your Accounts Receivable.

Online Banking – QuickBooks has online banking you can connect to your bank and you can easily download transaction from your bank. This makes any future bank reconciliations faster.

Memorized Transaction – With memorized transactions you can easily enter a bill, check payment, invoice, or journal entry that occurs often.

Customize Your Toolbar – The toolbar is there to fit your needs. Customize it so it contains your most frequently used functions.

Print Checks from QuickBooks – This makes monthly reconciliations much smoother.

Reconcile Accounts – If you receive a statement for an account and it has a start and end balance is can and should be reconciled. This includes bank accounts, credit cards, loans, and lines of credit.

Back-Up QuickBooks – This is important. If your QuickBooks is not backed up, then catastrophe and many hours of extra work can be headed your way. If you are using QuickBooks Online then it is backed up online already. If not, you can have QuickBooks schedule automatic backups on a schedule.

We hope this helps you get the most out of QuickBooks. If you would like additional help we offer QuickBooks seminars, just follow this link to reserve your seat. If you found this blog helpful leave us a like and a comment below and be sure to check back here for new blogs every month.
0 Comments

    Author

    The Pathways Team

    Archives

    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    January 2018
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    January 2015
    August 2014

    Categories

    All
    2019 Taxes
    2020
    2020 Taxes
    401(k)
    Accountant
    Accounting
    Artificial Intelligence
    Black Friday
    Blog
    Blogging
    Bookkeeping
    Budget
    Business Blog
    Business Consultant In Charleston
    Business Consulting Summerville Sc
    Business Management Consulting Summerville Sc
    Business Management Summerville Sc
    Business Services And Management Consulting
    Business Services Summerville Sc
    CARES Act
    CDC
    Coronavirus
    COVID 19
    COVID-19
    Cyber Monday
    Dave Ramsey
    Emergency Fund
    Employee Retention Credit
    Estimated Quarterly Taxes
    FAQs
    File Your Taxes
    Filing Taxes In Summerville
    Fishbowl Inventory
    Growth Of Quickbooks
    IRA
    It Consultant Charleston Sc
    It Consulting Charleston Sc
    Management Services Summerville Sc
    Online Jobs
    Online Safety
    Online Sales Tax
    Online Shopping
    Pandemic
    Pathways Consulting
    Payroll Accountants Charleston Sc
    Payroll Accountants Summerville Sc
    Pay Taxes
    Pos Quickbooks Integration Charleston Sc
    Pros And Cons
    Quarterly Taxes
    Quickbooks
    Quickbooks Basics And Beyond
    Remote Work
    Retirement
    Retirement Plan
    Safe Spending
    Sales Tax
    Saving Money
    Selling Online
    Significacnt Other
    Small Business Accounting Service Charleston
    Small Business Bookkeeping Service Charleston
    Small Business Bookkeeping Services Charleston
    Small Business Info
    Small Business Payroll
    Small Business Seminars Summerville Sc
    Smart Spending
    Starting A Business
    Stimulus Check
    Stimulus Check Fraud
    Stimulus Check Scam
    Summerville Sc Tax Services
    Tax Accountant Summerville Sc
    Tax Documents
    Taxes
    Taxes And Accounting In Summerville Sc
    Taxes And Accounting Summerville Sc
    Tax Extension
    Tax Extension 2019
    Tax Planning
    Tax Prepares
    Tax Prep Summerville Sc
    Tax Season
    Tax Services Summerville Sc
    Tax Wrtie-Offs
    WHO
    Work From Home Tax Write-off
    Working From Home
    Work Online

    RSS Feed

Picture
(843) 261-9293
105 South Cedar St. Suite E
Summerville, SC 29483
9:00am- 5:00pm, Monday- Friday​
Site designed by Creative Consulting
Site powered by MadeSimply
  • Home
  • Our Services
    • Tax Planning & Tax Prep
    • Accounting & Bookkeeping
    • Payroll Services
    • Small Business Seminars
    • Management Consulting
    • Business Development
  • Quickbooks Services
  • About
    • About Us
    • Our Founder
    • Our Owner
    • Our Team
    • Privacy Policy
    • Terms Of Use
    • Ethics Statement
  • Contact
  • Blog